Digitise Your Firm.
Help Your Clients Digitise Theirs.
A comprehensive strategic partnership for Indian Chartered Accountants. Run your own practice on CoreBase, and empower your business clients with modern technology infrastructure from Day One.
Technology for Your Practice & Your Clients
For Your Own Firm
Use CoreBase to digitise your entire practice lifecycle:
Consolidated intake from web forms, WhatsApp, and client referrals.
Permanent entity profiles with PAN, GSTIN, CIN, and director records.
Standard operating procedures for MCA, GST, ITR, and Tax Audits.
Multi-stage compliance pipelines with strict review gates.
Article clerk allocation, attendance tracking, and work audit timestamps.
Official WhatsApp filing alerts, emails, and consultation meetings.
SAC 998231 compliant GST invoices with automated tax calculation.
Embedded dynamic UPI QR codes and automated receivables aging.
For Your Clients
Help your newly incorporated and business clients with:
Business-ready modern responsive website for your client's new venture.
Pipelines to capture sales opportunities and prevent prospect drop-off.
Centralized client database, project milestones, and task execution.
Staff attendance, leave tracking, and employee directories.
Professional tax invoices, credit notes, and recurring retainers.
Online fee collection via UPI QR, net banking, and cards.
Automated WhatsApp alerts, follow-up triggers, and CoreX AI.
The Partner Collaboration Flow
Incorporate & Advise
You register a new company or manage compliance for your client as their trusted Chartered Accountant.
Introduce CoreBase
Recommend CoreBase to your client as their Day One digital operations platform to manage their business.
CoreBase Onboards
Our product engineering team conducts the live demo, sets up their workspace, and provides ongoing technical support.
Unlock 50% Credit
Refer 10 activated companies to receive 50% subscription credit on your CA firm's own CoreBase account.
How the 50% Monthly Credit Benefit Works
When your CA firm refers 10 new companies that activate CoreBase within a calendar month, your firm receives 50% credit on your entire CoreBase subscription for that month.